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CAGR Calculator

Annualized growth — and why short samples lie.

CAGR22.47%
Total return50.0%
Equivalent monthly rate1.70%

CAGR of a short or lucky period extrapolates nothing — annualizing three good months is the oldest marketing trick in trading.

Educational tool only — not financial advice. Verify figures with your broker.

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What is the CAGR Calculator?

The CAGR Calculator is a growth-rate tool that answers: what steady annual rate would take an account from its starting value to its ending value over a given number of years? It converts a start value, end value and time span into a single compound annual growth rate, plus the total return and an equivalent monthly rate.

How to use it

  1. Enter the Starting value ($) — the account or investment balance at the beginning.
  2. Enter the Ending value ($) — the balance at the end of the period.
  3. Enter Years — the length of the period (fractional years are fine, e.g. 1.5).
  4. Read the CAGR as the smoothed annual growth rate, the Total return for the whole-period percentage gain, and the Equivalent monthly rate for the same growth expressed per month.

How it's calculated

CAGR = (ending value ÷ starting value) ^ (1 ÷ years) − 1. Total return is simply (ending ÷ starting − 1), and the equivalent monthly rate is (ending ÷ starting) ^ (1 ÷ (years × 12)) − 1. It smooths a lumpy journey into one constant annual rate, ignoring the volatility along the way.

Frequently asked

What is the difference between CAGR and average annual return?

A simple average adds up yearly returns and divides; CAGR (as this CAGR calculator computes it) is the compounded rate that actually links start to end, so it correctly accounts for the effect of gains and losses stacking. CAGR is the more honest figure for growth over multiple years.

Can I annualize a few good months into a CAGR?

You can mathematically, but it's misleading — annualizing three strong months implies they repeat all year, which they rarely do. This CAGR calculator will compute it, but a short or lucky sample extrapolates nothing.

Does CAGR account for drawdowns?

No. CAGR only uses the start and end values, so two accounts with the same CAGR can have wildly different paths — one smooth, one through a 60% drawdown.

Keep in mind: CAGR only connects a start point to an end point — it hides the volatility and drawdowns in between, and annualizing a short or lucky period extrapolates nothing about future growth.

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